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DRosier
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Mitglied seit ‎Jul 28, 2020
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Dan Rosier

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DRosier on Januar 05, 2024
workflow trigger if deal properties match
Hello World, I am trying to trigger a workflow on a start date property that we have for each deal. I want the workflow to trigger if another deal is entered with the same start date (customers should only have one order per start date and we ne Beitrag ansehen
Antworten Diskussion Enterprise
0 Likes
1 Antwort
DRosier on September 25, 2023
Email Dashboards are incomplete
When emailing dashboard reports the data is incomplete in the email view or in the attachment. You are required to click to view the report in hubspot. This is an issue reported multiple times in various ways in the community but seems to be falling Beitrag ansehen
Antworten Idee Dashboards & Reports
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1 Antwort
DRosier
Mitwirkender/Mitwirkende
September 25, 2023
Here is a similar request, with more than enough upvotes and requests for updates. https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-share-d...Beitrag ansehen
DRosier on September 25, 2023
Email Dashboards are incomplete
When emailing dashboard reports the data is incomplete in the email view or in the attachment. You are required to click to view the report in hubspot. This is an issue reported multiple times in various ways in the community but seems to be falling Beitrag ansehen
Antworten Idee Dashboards & Reports
0 Likes
1 Antwort
DRosier
Mitwirkender/Mitwirkende
September 25, 2023
Here is a similar request, with more than enough upvotes and requests for updates. https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-share-d...Beitrag ansehen
Nickdhutchinson on Juli 30, 2020
Ability to share dashboards externally
It would really benefit our team if we would be able to share our dashboards with customers. I have tried the email function but unfortunately, it cuts half of the dashboard out. A live dashboard would be even better 🙂 Nick
Antworten Idee Dashboards & Reports
236 Likes
81 Antworten
DRosier
Mitwirkender/Mitwirkende
September 25, 2023
@SSahai2 I am echoing all of the folks looking for this. Please give us an update.
jdcrwn on Mai 29, 2021
Custom Business Day/Holiday Calendar for Chat bot availailty
Would be nice to have a feature to customize what days are recognized as non-business days. It'd be convenient to set certain days to automatically offline/office closed (not just weekends) for our clients on chat.
Antworten Idee Live Chat & Bots
44 Likes
18 Antworten
DRosier
Mitwirkender/Mitwirkende
September 06, 2023
Here we go again. Another national holiday has passed and someone forgot to turn off chat. This is ridiculous. I am getting the craziest feature upda...Beitrag ansehen
DRosier on August 22, 2023
Time Between Deals
I’m hoping there is a way to calculate these items and be able to report on this information. For a contact: Number of days since their last deal Average (number of days) between deals The time between the most recent deal and the 2nd most re Beitrag ansehen
Antworten Idee Deals
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0 Antwort
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